send a wordpress order form email receipt

How to Automatically Send a WordPress Order Form Email Receipt

Do you need to automatically send a WordPress order form email receipt to your customers from your WordPress website? By doing this, not only do you save yourself time from having to send out separate email receipts, you strengthen the relationship you have built with your customers.

After all, any time you automatically provide information to a user regarding a form submission it helps establish your reputation as being reliable and trustworthy.

In this article, we will show you how to automatically send a WordPress order form email receipt.

Step 1: Create an Order Form in WordPress

The first thing you need to do is install and activate the WPForms plugin. If you need more details, check out this step-by-step guide on how to install a WordPress plugin.

Next, go to WPForms » Add New to create a new order form.

Adding a new form in WPForms

WPForms is the best WordPress Form Builder plugin. Get it for free!

On the setup screen, name your form and select the Billing/Order Form template.

Selecting the Billing/Order Form template

WPForms will create a form for you.

Near the bottom of the order form, on the right-hand side, click on the form field labeled Available Items.

When you do this, you’ll see on the left-hand side section labeled Field Options. This is where you can rename the field, add or remove items for sale, and determine item prices.

Changing the prices for the items in the Billing / Order Form template

You can also add additional fields to your form by dragging them from the left-hand panel to the right-hand panel. And, we’ve got a tutorial for you if you’d like to learn how to use the power of discounts and add a coupon code field to your forms.

Then, click on the field to make any changes. You can also click on a form field and drag it to rearrange the order of your form.

And if you want to display pictures instead of text, that’s easy too. Check out this article on how to create a business card order form to see an example.

When your form looks the way you want it to, click Save.

Step 2: Configure Order Form Payment Settings

Once your order form is ready, you’ll need to configure it to work properly and accept payments from your customers.

To do this, you’ll start by configuring the payment gateway so that payments process through your website.

WPForms integrates with PayPal, Authorize.Net, Square, and Stripe, all of which are secure and popular ways to accept payments.

In fact, WPForms now gives customers the ability to make recurring payments with Stripe or PayPal. For help with this, check out our documentation on setting up the Stripe addon or setting up the PayPal Commerce addon on your WordPress forms.

In addition, you can configure your order form to give customers a choice when it comes to payment methods.

For our example, we’ll configure PayPal to process one-time orders.

To start, install and activate the WPForms PayPal Standard addon. Go to WPForms » Addons and click on Install Addon. Once the addon is ready to use, you’ll see its status listed as Active.

Activating the PayPal Standard addon

Once activated, return to your order form to configure the PayPal settings. To do this, click on the Payments tab in the Form Editor and select PayPal Standard.

PayPal Standard payments settings in the form builder

Next, toggle on the Enable PayPal Standard Payments option, enter your PayPal email address, put the mode into Production, and configure any other settings as you see fit.

Save your changes.

Step 3: Configure Your Order Form Settings

There are a few settings to configure once you’ve customized your form to look the way you want it to. Let’s start with general settings

To start, go to Settings » General.

Accessing a form's general settings

Here you can configure the following:

  • Form Name — Change the name of your form here if you’d like.
  • Form Description — Give your form a description.
  • Tags — Use tags to keep your site’s forms organized.
  • Submit Button Text — Customize the copy on the submit button.
  • Submit Button Processing Text — Change the text that will be visible while your form is being submitted.

If you expand the Advanced section of the screen, you can also configure these options:

  • Form CSS Classes — Add custom CSS to your form.
  • Submit Button CSS Class — Add CSS to your submit button.
  • Enable Prefill by URL — You can use this setting to auto-fill some fields in your form.
  • Enable AJAX form submission — Enable AJAX settings with no page reload.
  • Disable storing entry information in WordPress — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. Check out our step-by-step instructions on how to add a GDPR agreement field to your form.

Then you’ll need to configure the Spam Protection and Security settings.

Opening the form spam and security settings

These options include:

  • Enable anti-spam protection — Stop contact form spam with the WPForms anti-spam token. The anti-spam setting is automatically enabled on all new forms.
  • Enable Akismet anti-spam protection — You can connect the Akismet anti-spam plugin to your form to block spam submissions.
  • Enable country filter — Prevent form submissions from certain countries.
  • Enable keyword filter — Block entries that contain specific words or phrases.

Next, click Save.

Now, you’ll want to adjust your form confirmation settings.

Form confirmations are messages that display to site visitors once they submit an order form on your website. They let people know that their order has been processed and offer you the chance to let them know what the next steps are.

The confirmations settings in the form builder

WPForms has three confirmation types:

  1. Message. A simple message that displays once someone submits a form on your website thanking them and letting them know what the next steps are.
  2. Show Page. Redirect users to another page on your website, such as a thank you page.
  3. Go to URL (Redirect). Send site visitors to a different website.

If you want to display different confirmations to site visitors based on the type of products or services they order, be sure to read up on how to create conditional form confirmations.

Click Save.

Step 4: Configure Your Order Form Notifications

Notifications are a great way to send confirmations whenever an order form is submitted on your website.

Accessing a form's notifications settings

In fact, unless you disable this feature, whenever someone submits an order form on your site, you’ll get a notification about it.

Adding to that, form notifications are also a great way to send order form email receipts to customers after they submit an order and the form is processed.

It’s also a great idea to send a confirmation email to users when they submit your form. To configure this, go to Settings » Notifications. Next, select Add New Notification.

Adding a new email notification

A modal will pop up asking you to name your notification. Name it anything you want, since it’s for your reference only, and click OK.

Naming an email notification for an email receipt

Next, click on the Show Smart Tags link next to the field labeled Send To Email Address.

Showing Smart Tags available for the Send To Email Address for a notification

Then choose Email from the dropdown menu.

Selecting the customer email for the Send To Email Address for an email notification

This will ensure that an email notification is sent to whatever email your customer put into your order form. Keep in mind that the number in the Smart Tag represents the field number on your order form.

In other words, in our example, the 2nd form field on our order form is an email form field.

A field ID Smart Tag in the Send To Email Address field of a notification

You can then customize the email subject, from name, from email, and reply-to fields using Smart Tags as well.

Next, in the Message section, customize the message your customer will see in the email order receipt. For instance, thank them, let them know that their order was processed, tell them you’ll be in touch shortly, etc.

Lastly, select individual Smart Tags from the dropdown to insert specific pieces of form submission information into the email receipt. For instance, you can add the items purchased and the total amount paid so your customer knows exactly what they bought and for how much.

Or, if you want to include all form fields in the message portion of your WordPress order from email receipt, click on the Smart Tag labeled {all_fields}.

Customizing the email message for a notification with the {all_fields} Smart Tag

Lastly, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.

This will give your form a professional touch and make people filling it out feel more at ease.

Great, your form notification is set!

Step 5: Add Your Order Form to Your Website

After you’ve created an order form and customized the order form email receipt, you just need to add it to your WordPress website.

Start by clicking on the Embed button at the top of the form builder.

Embed form

And when the Embed in a Page notification pops up, click on Create New Page.

Create an online pledge page

Next, WPForms will ask you to name your page. Type the title for the page into the box and click Let’s Go!

Naming a new page to embed your order form on

Now WPForms will open up a new page for your order form. Next, go ahead and click Publish or Update at the top to publish it.

Publishing your order form post or page

You did it! Here’s how your finished form will look on the page.

A published order form

Create Your Order Form Now

Next, Find the Best Invoicing Software for Your Online Business

And there you have it! You now know how to automatically send a WordPress order form email receipt using WPForms email notifications.

If you want to allow customers to submit orders through your order form without paying right away, be sure to check out our roundup of the best invoicing software for your WordPress forms so you can send out detailed invoices and collect payment when you’re ready.

You might also be interested in learning about some of the best WordPress plugins for PayPal.

You can also check out our list of the best VOIP providers for small businesses to accept calls from customers about receipts and invoices.

And if you aren’t sure whether WPForms is the right solution for your order form needs, hop on over to the WPForms reviews section and see what others have to say so you can decide for yourself.

So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.

And don’t forget, if you like this article, then please follow us on Facebook and Twitter.

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    1. Hi Denis — if you follow the steps in the tutorial above, this will show you everything you need to send a receipt to the customer’s email address. Be sure to especially look to Step #3 for details on how to set up notification email settings.

      I hope this helps! 🙂

  1. Hello,

    thank you for a great post, but I still need a help with custom order forms in WordPress. My customer wants to move from Etsy to WordPress e-shop, where a visitor/potential client would have opportunity to make a custom order and the payment would be made after they will deal all the details for a custom order, i.e. in e-shop they would sell wooden products for interior and let say, the visitor wants something additional: that it would be longer, that it would be smaller & etc. So we think that it would be clever, to make redirect from product page to custom order form, where visitor could text what they want. However, it’s normal that custom order, has different price and we don’t know, how to set that visitor could add it in the card and make a payment. Maybe you have any suggestions or any good advices on this issue? I would be so grateful for any help on this case.

    1. Hi Monika,

      I apologize as I’m not sure if I’m correctly understanding what you have in mind, but our team would be happy to help! When you get a chance, could you please get in touch with some extra details about what you’d like to do?

      Thanks! 🙂

    1. Hi Leslie, thanks for your question!
      Yes, you can set up the Notification email so it contains all the form’s fields or the only payment fields and then the Total field in the end. To do this you will have to use the Payment fields’ Smart Tags, and we have a great article on how to use Smart Tags in WPForms.
      Hope this helps! 🙂

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